Skip to main content

Frequency, Top Performers, and Trends

The Frequency, Top Performers, and Trends Dashboard provides a detailed view of sales activity frequency, commercial concentration, and transactional efficiency across sales representatives, customers, products, and invoices. It enables executive and operational leadership to evaluate revenue productivity, customer engagement intensity, invoice-level performance, and ordering behavior trends.

Key Performance Indicators (KPIs)​

  • Net Sales Current Year: Represents total recognized sales revenue for the selected fiscal period in the current year. Higher values indicate stronger commercial performance, while lower values reflect reduced sales activity.
  • Net Sales Last Year: Represents total recognized sales revenue for the equivalent fiscal period in the prior year. It provides the baseline for year-over-year performance comparison.
  • Customers Current Year: Represents the number of distinct active customers generating sales in the selected fiscal period. Higher values indicate broader market coverage, while lower values reflect customer concentration or contraction.
  • Net Sales Per Customer: Measures the average revenue generated per active customer in the current year. Higher values indicate stronger customer monetization and account penetration, while lower values suggest diluted revenue contribution per customer.
  • Invoices Current Year: Represents the total number of sales invoices issued in the current fiscal period. Higher values indicate increased transaction volume and sales activity, while lower values reflect reduced transactional throughput.
  • Net Sales Per Invoice: Measures the average revenue value per invoice issued in the current year. Higher values indicate larger average deal sizes, while lower values reflect smaller transaction values or increased low-value order frequency.

Benefits of this Dashboard​

  • Sales Activity Intensity Analysis: Enables monitoring of how frequently sales transactions occur across sales representatives, customers, and products.
  • Revenue Productivity Assessment: Supports evaluation of how effectively customers and invoices translate into net sales.
  • Top Performer Identification: Highlights the most active sales representatives, customers, and products by order frequency to guide incentive planning and account prioritization.
  • Transaction Efficiency Monitoring: Provides visibility into average invoice value and revenue per customer to strengthen pricing, bundling, and sales strategy decisions.
  • Commercial Concentration Risk Management: Identifies dependency on high-frequency customers, products, or representatives to support diversification and risk mitigation strategies.

Filtering​

You can filter the dashboards using these filtering panels:

  • Year
  • Period
  • Company
  • Location
  • Product Category